Heico Corp
HEI.A- Exchange
- NYSE
- Industry
- Aircraft Engines & Engine Parts
- SEC CIK
- 0000046619
No open-market purchases or sales by Heico Corp insiders were filed in the last 90 days; 668 institutions reported holding it in 13F filings for Q2 2026, worth $18.0B in total; 3 superinvestors hold it, including Giverny Capital and Markel Group.
Other share classesHEI
13F holders, Q2 2024
Institutional positions in Heico Corp as of Jun 30, 2024. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 456
- +30 vs. Q1 2024
- Shares held
- 74.8M
- −288.5K (−0.4%) vs. Q1 2024
- Total value
- $13.3B
- +$1.72B (+14.9%) vs. Q1 2024
- New holders
- 68
- 148 more added
- Sold out
- 38
- 158 more reduced
5 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting HEI.A on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 668 | $18.0B |
| Q1 2026 | 621 | $14.6B |
| Q4 2025 | 616 | $17.7B |
| Q3 2025 | 584 | $17.5B |
| Q2 2025 | 568 | $19.6B |
| Q1 2025 | 544 | $15.8B |
| Q4 2024 | 502 | $13.8B |
| Q3 2024 | 503 | $15.1B |
| Q2 2024 | 456 | $13.3B |
| Q1 2024 | 431 | $11.6B |
| Q4 2023 | 430 | $10.2B |
| Q3 2023 | 399 | $9.32B |
| Q2 2023 | 392 | $10.0B |
| Q1 2023 | 396 | $9.95B |
| Q4 2022 | 395 | $9.47B |
| Q3 2022 | 366 | $8.93B |
| Q2 2022 | 362 | $8.61B |
| Q1 2022 | 370 | $9.42B |
| Q4 2021 | 364 | $8.60B |
| Q3 2021 | 328 | $7.89B |
| Q2 2021 | 343 | $8.30B |
| Q1 2021 | 327 | $7.61B |
Institutions, Q2 2024
Shares, value and share of portfolio for each institution holding Heico Corp; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Fidelis Capital Partners, LLC | 2,315 | $413.3K | 0.06% | −101−4.2% | Reduced |
| Mather Group, LLC. | 2,596 | $399.6K | 0.00% | +2,527+3,662.3% | Added |
| Aristides Capital LLC | 2,200 | $390.5K | 0.16% | 00.0% | Unchanged |
| Everhart Financial Group, Inc. | 2,150 | $381.7K | 0.10% | +333+18.3% | Added |
| Legacy Capital Wealth Partners, LLC | 2,047 | $363.4K | 0.09% | +2,047 | New |
| Mercer Global Advisors Inc | 1,987 | $352.7K | 0.00% | +219+12.4% | Added |
| Oppenheimer & Co Inc | 1,981 | $351.7K | 0.01% | −100−4.8% | Reduced |
| Golden State Equity Partners | 1,977 | $351.0K | 0.07% | +1,977 | New |
| Crestwood Advisors Group LLC | 1,952 | $346.5K | 0.01% | +1,952 | New |
| Prudential PLC | 1,927 | $342.1K | 0.00% | 00.0% | Unchanged |
| UniSuper Management Pty Ltd | 1,900 | $337.3K | 0.00% | +800+72.7% | Added |
| RKL Wealth Management LLC | 1,784 | $316.6K | 0.03% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 1,762 | $312.8K | 0.01% | 00.0% | Unchanged |
| Keb Asset Management, LLC | 1,750 | $310.7K | 0.10% | 00.0% | Unchanged |
| Exencial Wealth Advisors, LLC | 1,679 | $298.1K | 0.01% | −144−7.9% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 1,678 | $297.9K | 0.01% | +1,678 | New |
| Wealthfront Advisers LLC | 1,669 | $296.3K | 0.00% | +1,669 | New |
| Oarsman Capital, Inc. | 1,630 | $289.4K | 0.06% | −11−0.7% | Reduced |
| Corebridge Financial, Inc. | 1,616 | $286.9K | 0.00% | +1,616 | New |
| Axxcess Wealth Management, LLC | 1,552 | $275.5K | 0.01% | −77−4.7% | Reduced |
| CWM, LLC | 1,539 | $273.0K | 0.00% | −70−4.4% | Reduced |
| Sandia Investment Management LP | 1,508 | $267.7K | 0.34% | 00.0% | Unchanged |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,506 | $267.0K | 0.00% | +1,506 | New |
| Dynamic Technology Lab Private Ltd | 1,491 | $265.0K | 0.03% | +1,491 | New |
| San Luis Wealth Advisors LLC | 1,488 | $264.0K | 0.06% | +1,488 | New |
| Lake Street Advisors Group, LLC | 1,477 | $262.2K | 0.01% | −2−0.1% | Reduced |
| Teacher Retirement System of Texas | 1,462 | $260.0K | 0.00% | −450−23.5% | Reduced |
| Neuberger Berman Group LLC | 1,461 | $259.4K | 0.00% | +1,461 | New |
| O'Shaughnessy Asset Management, LLC | 1,454 | $258.1K | 0.00% | +234+19.2% | Added |
| Axq Capital, LP | 1,451 | $257.6K | 0.06% | +1,451 | New |
| Regions Financial Corp | 1,427 | $253.3K | 0.00% | +1,427 | New |
| Thoroughbred Financial Services, LLC | 1,380 | $244.0K | 0.02% | +1,380 | New |
| Cresset Asset Management, LLC | 1,348 | $239.2K | 0.00% | −150−10.0% | Reduced |
| FSM Wealth Advisors, LLC | 1,327 | $235.6K | 0.08% | −28−2.1% | Reduced |
| Yousif Capital Management, LLC | 1,297 | $230.2K | 0.00% | −41−3.1% | Reduced |
| Signature Estate & Investment Advisors LLC | 1,275 | $226.3K | 0.01% | +1,275 | New |
| Leavell Investment Management, Inc. | 1,268 | $225.0K | 0.01% | +1,268 | New |
| Peapack Gladstone Financial Corp | 1,250 | $222.0K | 0.00% | +1,250 | New |
| Meadow Creek Wealth Advisors LLC | 1,242 | $220.5K | 0.21% | +1,242 | New |
| Alera Investment Advisors, LLC | 1,230 | $218.3K | 0.03% | +1,230 | New |
| Quantinno Capital Management LP | 1,229 | $218.2K | 0.00% | +1,229 | New |
| Concurrent Investment Advisors, LLC | 1,228 | $218.0K | 0.01% | +1,228 | New |
| Thrivent Financial for Lutherans | 1,229 | $218.0K | 0.00% | +1,229 | New |
| Wealth Alliance | 1,221 | $216.7K | 0.03% | +1,221 | New |
| Arthur M. Cohen & Associates, LLC | 1,220 | $216.6K | 0.04% | +1,220 | New |
| Diversify Wealth Management, LLC | 1,212 | $215.6K | 0.03% | +1,212 | New |
| David Loasby | 1,202 | $215.5K | 0.02% | +1,202 | New |
| Empowered Funds, LLC | 1,207 | $214.1K | 0.00% | +1,207 | New |
| Squarepoint Ops LLC | 1,200 | $213.0K | 0.00% | −2,504−67.6% | Reduced |
| Ieq Capital, LLC | 1,199 | $212.8K | 0.00% | +1,199 | New |
| Avantax Advisory Services, Inc. | 1,194 | $212.0K | 0.00% | +1,194 | New |
| Blue Chip Partners, Inc. | 1,150 | $204.1K | 0.02% | 00.0% | Unchanged |
| Oxford Financial Group Ltd | 1,130 | $200.6K | 0.01% | +1,130 | New |
| State of Wyoming | 1,128 | $200.2K | 0.03% | +199+21.4% | Added |
| FNY Investment Advisers, LLC | 1,123 | $199.0K | 0.13% | +704+168.0% | Added |
| Schroder Investment Management Group | 1,120 | $198.8K | 0.00% | 00.0% | Unchanged |
| Rakuten Investment Management, Inc. | 1,035 | $183.8K | 0.00% | +384+59.0% | Added |
| First Horizon Advisors, Inc. | 1,023 | $181.6K | 0.01% | +51+5.2% | Added |
| Camelot Portfolios, LLC | 1,000 | $177.5K | 0.10% | +1,000 | New |
| Acima Private Wealth, LLC | 994 | $176.5K | 0.06% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 976 | $173.0K | 0.03% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 912 | $161.9K | 0.02% | −15−1.6% | Reduced |
| Hilltop National Bank | 859 | $152.5K | 0.05% | +16+1.9% | Added |
| GeoWealth Management, LLC | 802 | $142.4K | 0.01% | +382+91.0% | Added |
| GAMMA Investing LLC | 797 | $141.5K | 0.02% | +93+13.2% | Added |
| Pinnacle Financial Partners Inc | 901 | $138.7K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 705 | $126.7K | 0.00% | +705 | New |
| Ostrum Asset Management | 679 | $120.5K | 0.01% | −5,414−88.9% | Reduced |
| National Bank of Canada | 686 | $120.2K | 0.00% | −29,867−97.8% | Reduced |
| VisionPoint Advisory Group, LLC | 647 | $114.9K | 0.04% | +170+35.6% | Added |
| Farther Finance Advisors, LLC | 654 | $114.6K | 0.01% | +516+373.9% | Added |
| Plante Moran Financial Advisors, LLC | 559 | $99.2K | 0.01% | +15+2.8% | Added |
| Ci Investments Inc. | 558 | $99.0K | 0.00% | −24−4.1% | Reduced |
| Raffa Wealth Management, LLC | 521 | $92.5K | 0.03% | 00.0% | Unchanged |
| Covestor Ltd | 454 | $81.0K | 0.05% | +49+12.1% | Added |
| Tower Research Capital LLC (TRC) | 450 | $79.9K | 0.00% | −2,097−82.3% | Reduced |
| CVA Family Office, LLC | 422 | $74.9K | 0.01% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 390 | $69.2K | 0.03% | −250−39.1% | Reduced |
| Headlands Technologies LLC | 383 | $68.0K | 0.01% | +383 | New |
| Federation des caisses Desjardins du Quebec | 331 | $58.8K | 0.00% | −228−40.8% | Reduced |
| Whittier Trust Co | 329 | $58.4K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 291 | $51.7K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 288 | $51.0K | 0.00% | +80+38.5% | Added |
| Steward Partners Investment Advisory, LLC | 241 | $42.8K | 0.00% | −27−10.1% | Reduced |
| MV Capital Management, Inc. | 238 | $42.3K | 0.00% | +1+0.4% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 217 | $38.5K | 0.00% | +217 | New |
| Proequities, Inc. | 189 | $33.6K | 0.00% | +180+2,000.0% | Added |
| Global Retirement Partners, LLC | 183 | $32.5K | 0.00% | +84+84.8% | Added |
| Signaturefd, LLC | 179 | $31.7K | 0.00% | −24−11.8% | Reduced |
| Crewe Advisors LLC | 170 | $30.2K | 0.00% | +124+269.6% | Added |
| Park Place Capital Corp | 155 | $27.5K | 0.01% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 146 | $25.9K | 0.00% | +116+386.7% | Added |
| Oliver Lagore Vanvalin Investment Group | 139 | $24.7K | 0.01% | −58−29.4% | Reduced |
| Sachetta, LLC | 125 | $23.5K | 0.01% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 125 | $22.2K | 0.00% | +95+316.7% | Added |
| Frazier Financial Advisors, LLC | 120 | $21.3K | 0.02% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 119 | $21.3K | 0.02% | +119 | New |
| Simplex Trading, LLC | 116 | $20.0K | 0.00% | +116 | New |
| Clearstead Advisors, LLC | 108 | $19.2K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 106 | $19.0K | 0.00% | 00.0% | Unchanged |